Surgent's This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas

Available Anytime

Location: Online

12Credits

Technical Business

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FICPA Members

~~$219.00 Regular Price~~

Nonmembers

$295.00 Regular Price

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	Name	Email	Firm Office

Product Code: SU24-IEFP-SSDL

Level: Intermediate

Vendor: Surgent

Field of Study: Taxes

Overview:

With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for legislative developments.

Objectives:

Understand life insurance for both income and estate planning
Identify strategies that are effective following estate and gift tax reform
Understand options available to baby boomers as they reach retirement in light of Social Security
Prepare for potential legislative changes to retirement and estate planning

Major Topics:

Timely coverage of breaking tax legislation, including the SECURE 2.0 Act and Inflation Reduction Act provisions applicable to individuals
Changes to the lifetime estate tax exemption in light of proposed regulations
Considerations when selling a principal residence
Tax benefits of HSAs
An overview of the mechanics and practical considerations of Donor Advised Funds
Virtual currency and digital assets
The Corporate Transparency Act and FinCEN Beneficial Ownership Information reporting
The best new income tax and estate-planning ideas
The changing Social Security landscape: long-term solvency issues and what it means for retirement planning
Creative charitable giving strategies
Financial planning strategies
Maximizing retirement plan benefits
Using intentionally defective grantor trusts
Miscellaneous tax-planning techniques that can add up to significant tax savings
How to use the whole family for tax savings
Life insurance
Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings

Designed For:

All Accounting and Finance Professionals, especially those who want to provide the best up-to-the-minute tax advice

Prerequisite:

Basic course in individual income tax, Social Security, and estate planning

Additional Info:

You will receive an email from info@surgent.com with instructions on how to log onto your course shortly. If you do not receive the email within the hour, please check your spam filter.

For technical support, registration questions or other customer service-related inquiries, please call (800) 778-7436 or email info@surgent.com. Phones are staffed from 8:30 a.m. to 5:00 p.m. Eastern Time, Monday through Thursday, and 8:30 a.m. to 4:00 p.m. Eastern Time on Friday.